Nasdaq - Delayed Quote USD
Permanent Portfolio Aggressive Growth A (PAGDX)
96.29
+11.25
+(13.23%)
As of 8:06:55 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -17.22% |
| 5y Average Return | 21.18% |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 8, 2025) | 44.12% |
| Worst 1Y Total Return (Apr 8, 2025) | -- |
| Best 3Y Total Return | 44.12% |
| Worst 3Y Total Return | 8.12% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PAGDX
Category
- YTD
- -5.64%
- 5.31%
- 1-Month
- -7.33%
- -4.19%
- 3-Month
- -5.64%
- 3.90%
- 1-Year
- 15.53%
- 20.31%
- 3-Year
- 14.21%
- 6.48%
- 5-Year
- 25.92%
- 11.78%
- 10-Year
- 12.32%
- 10.96%
- Last Bull Market
- 30.73%
- 25.56%
- Last Bear Market
- -25.07%
- -15.11%
Annual Total Return (%) History
Year
PAGDX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -5.64% | -- | -- | -- |
| 2024 | 17.72% | 4.37% | 7.85% | 8.77% |
| 2023 | 9.59% | 10.26% | -0.09% | 14.66% |
| 2022 | -6.81% | -25.07% | -4.60% | 10.70% |
| 2021 | 10.58% | 9.56% | -0.51% | 3.30% |
| 2020 | -24.84% | 36.91% | 11.64% | 19.83% |
| 2019 | 19.40% | -0.20% | -3.42% | 10.80% |
| 2018 | 0.76% | 2.12% | 4.76% | -18.95% |
| 2017 | 4.60% | 2.15% | 7.10% | 5.63% |
| 2016 | 6.73% | 5.55% | -- | -- |
Rank in Category (By Total Return)
| YTD | 82 |
| 1-Month | 95 |
| 3-Month | 82 |
| 1-Year | 1 |
| 3-Year | 1 |
| 5-Year | 1 |
Load Adjusted Returns
| 1-Year | 9.76% |
| 3-Year | 12.27% |
| 5-Year | 24.64% |
| 10-Year | 11.75% |
Performance & Risk
| YTD Return | -17.22% |
| 5y Average Return | 21.18% |
| Rank in Category (ytd) | 82 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.33 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Permanent Portfolio Family of Funds |
| Net Assets | 59.96M |
| YTD Return | -5.64% |
| Yield | 0.06% |
| Morningstar Rating | |
| Inception Date | May 31, 2016 |
Fund Summary
The fund invests in stocks and stock warrants of U.S. and foreign companies that are expected to have a higher profit potential than the stock market as a whole and whose shares are valued primarily for potential growth in revenues, earnings, dividends or asset values rather than for current income.
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